DUK · Earnings call · 2026Q2T · Full report

Supply Chain and Fuel Planning

Duke Energy CORP · 2026-08-04 · Importance 23 · Surprise 24

Duke is planning gas supply, equipment, labor, and other supply-chain requirements for its next generation build cycle. Management said the company has secured all gas needs through early 2030 and is working with vendors to secure additional supply beyond that period. Duke is also using framework agreements and repeatable equipment specifications to improve availability and reduce execution risk across gas projects. The company is monitoring construction milestones and coordinating EPC crews so resources can move between sites as projects progress.

Key facts

• Duke Energy CORP said it has all the gas it needs through early 2030 secured and is working with vendors to provide additional gas beyond that.
• Duke Energy CORP ranked third among electric industry peers for non-generation O&M per customer in 2025.